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4/22/2024
14 : 4
Who's Afraid of Index Funds?
Plus! Diff Jobs; The Market for Data; Crowded Careers; Black Boxes, Everywhere; Externalities; Intra-Elite Conflict Who's Afraid of Index Funds? By Byrne Hobart • 22 Apr 2024 View in browser View
4/20/2024
16 : 14
Longreads + Open Thread
Dennett, Datacenters, Killer Apps, Anthropic, Reading, Thermostats, M&A, Rollups Longreads + Open Thread By Byrne Hobart • 20 Apr 2024 View in browser View in browser Longreads Daniel Dennett has
4/15/2024
14 : 24
Most Financial Phenomena are Older than they Look
Plus! Diff Jobs; Labor Arbitrage; Reddit and Search; On-Prem; Audience of One; Ads Everywhere Most Financial Phenomena are Older than they Look By Byrne Hobart • 15 Apr 2024 View in browser View in
4/13/2024
16 : 4
Longreads + Open Thread
Organs, Talent, Longevity, Algorithmic Collusion, Arguments, Stocks and Flows, Privacy, Numeracy Longreads + Open Thread By Byrne Hobart • 13 Apr 2024 View in browser View in browser Longreads Santi
4/8/2024
14 : 44
The Data Business, At Three Resolutions
Plus! Diff Jobs; The Instagram Numbers; Trader Pay; The Distribution of Near-Misses; Benefits; Funding Cycles The Data Business, At Three Resolutions By Byrne Hobart • 8 Apr 2024 View in browser View
4/6/2024
16 : 4
Longreads + Open Thread
Phones, Spam, Academia, Wang Huning, Growth, Wealth, Corporate Espionage, Regular Espionage Longreads + Open Thread By Byrne Hobart • 6 Apr 2024 View in browser View in browser Longreads Tyler Cowen
4/1/2024
19 : 14
Algorithmic Collusion
Plus! Diff Jobs; Operationalizing Secrecy; Product Convergence; Black Box Update; Data Scarcity; Cash Management Algorithmic Collusion By Byrne Hobart • 1 Apr 2024 View in browser View in browser In
3/30/2024
17 : 14
Longreads + Open Thread
Covid, Apple, Ireland, Fanatics, Private Credit, Austin, Hedge Funds, Arbitrage Longreads + Open Thread By Byrne Hobart • 30 Mar 2024 View in browser View in browser Longreads From Scott Alexander of
3/25/2024
14 : 24
The Duolingo Disaster That Wasn't
Plus! Diff Jobs; Chatbots; Alpha Capture; Coreweave; Preannouncements; AI's ROI The Duolingo Disaster That Wasn't By Byrne Hobart • 25 Mar 2024 View in browser View in browser In this issue:
3/23/2024
16 : 4
Longreads + Open Thread
Transformers, Perot, Dune, Magnetar, Theory, Alpha, Incentives, Trading Longreads + Open Thread By Byrne Hobart • 23 Mar 2024 View in browser View in browser Longreads Steven Levy writes in Wired about
3/18/2024
14 : 34
The Case for Marking More to Market
Plus! Petrodollar Recycling; Importing Talent; Self-Regulation; Apple/Google; Exits The Case for Marking More to Market By Byrne Hobart • 18 Mar 2024 View in browser View in browser In this issue: The
3/16/2024
16 : 4
Longreads + Open Thread
North Korea, Fraud, Safety, Blackberry, Experts, Alpha, Aging, Banking Longreads + Open Thread By Byrne Hobart • 16 Mar 2024 View in browser View in browser Longreads Sophie Schmidt of Rest of World
3/11/2024
14 : 34
Death Spirals
Plus! Ads!; Healthcare and Insurance; Transition Economics; Volatility; Strategic Investments Death Spirals By Byrne Hobart • 11 Mar 2024 View in browser View in browser In this issue: Death Spirals—
3/11/2024
8 : 14
Longreads + Open Thread
LTCM, Quora, Stephenson, Competition, Musk, Media, Bankrolls, Japan Longreads + Open Thread By Byrne Hobart • 10 Feb 2024 • Comment View in browser View in browser Longreads If you have a few seconds,
3/11/2024
8 : 14
AI-Based Disinformation Will Not Be An Especially Big Deal in the 2024 Election
Plus! Diff Jobs; Discount Pods; China and Real Estate; Microcaps; Unraveling; Market Structure AI-Based Disinformation Will Not Be An Especially Big Deal in the 2024 Election By Byrne Hobart • 12 Feb
3/11/2024
8 : 4
Longreads + Open Thread
Scams, Scrolls, Dating, Ackman, Search, Real Estate, Alternative Data, Private Equity Longreads + Open Thread By Byrne Hobart • 17 Feb 2024 • Comment View in browser View in browser Longreads Jobs vary
3/11/2024
8 : 4
Building for Power Users
Plus! Adtech and "Sky Bridges"; SuperMicro!; GPD YoY; Black Boxes; Pods and Cycles Building for Power Users By Byrne Hobart • 20 Feb 2024 • Comment View in browser View in browser In this
3/11/2024
8 : 4
Longreads + Open Thread
Science, Clusters, Trades, More Trades, Oil, Hurdle Rates, Walmart, Battle for the Bird Longreads + Open Thread By Byrne Hobart • 24 Feb 2024 • Comment View in browser View in browser Longreads
3/11/2024
8 : 4
Exposed! Your Torrid Love Affair With Airline Fees
Plus! Diff Jobs; Malicious Compliance; Sanctions and Third Countries; Bing and BATNAs; Celebrity Endorsements and Binary Outcomes; Supply/Demand Balance Exposed! Your Torrid Love Affair With Airline
3/11/2024
8 : 4
Longreads + Open Thread
Rates, Newsletters, Trade, Smil, Serfs, Seasons, Shorting, The Super-Companies Longreads + Open Thread By Byrne Hobart • 2 Mar 2024 • Comment View in browser View in browser Longreads Consumer